Singapore's blue-chip stocks have enjoyed a strong run, but where might investors find the next source of market-beating returns?
Michelle Martin speaks with John Cheong, Head of Small & Mid Cap Research at UOB Kay Hian, about four Singapore-listed companies that have made the firm's conviction list.
They discuss what separates a high-quality small-cap from a value trap, whether there's a common investment theme linking the picks, and why Beng Kuang Marine has emerged as one of the team's more compelling ideas.
John also explains the catalysts, execution risks and characteristics he looks for when identifying companies with the potential to deliver outsized long-term growth.
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